EPISODE · Mar 18, 2026 · 6 MIN
Cato's Daily — Nvidia's Paranoid Pivot to Three Chips, Iran Escalation · Mar 18
from Cato Daily Digest · host Brandon Trew
Nvidia abandons 20 years of one-GPU-fits-all. Thompson reads the Jensen data dump as paranoid survival — ASICs threaten specialized workloads, so Nvidia now sells three chip types. Iran escalation enters its most dangerous phase with cluster munitions hitting Tel Aviv.
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Cato's Daily — Nvidia's Paranoid Pivot to Three Chips, Iran Escalation · Mar 18
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